STRATEGIC INVESTMENT GROUP ANNOUNCES A NEW PUBLICATION EXPLORING THE CORE FUNCTIONS AND COSTS OF AN INTERNAL INVESTMENT OFFICE
This publication is part of Strategic's Fiduciary Insights, a series of periodic publications dedicated to supporting those who share fiduciary responsibility.
- This publication is part of Strategic's Fiduciary Insights, a series of periodic publications dedicated to supporting those who share fiduciary responsibility.
- Building Blocks and Costs of an Internal Investment Office examines three illustrative cases that analyze the active management of multi-asset class portfolios with varying asset sizes.
- The cases explore portfolios with $500 million, $2 billion, and $10 billion in assets, focusing on recurrent costs while excluding direct and opportunity costs related to setting up an investment office.
- The paper provides valuable insights into the core functions and costs associated with operating an investment office.